Service Associate - Newport Beach, United States - UBS

Description

Your role


We're looking fro someone to:
* carry out cash management functions, process securities and correspondence, keep records and perform margin activities
* greet and assist clients and visitors to the branch, providing exceptional service
* provide central operational coverage to additional markets as needed
* create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
* maintain risk awareness and regulatory knowledge

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.

Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.

We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.

Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your expertise


You have:
* ideally 3 years of experience in client service, within the finance sector
* a bachelor's or master`s degree or equivalent, focusing on finance
* excellent communicator, with solid interpersonal skills


You are:
* detail oriented
* proficient in Microsoft Office Suite

About us

UBS is the world's largest and the only truly global wealth manager.

We operate through four business divisions:
Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.